See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,562 | $48,076-1.1% | $78,689-39.6% | $62,891-24.4% |
| Participation rate | 83.8% | 65.2%+18.6pp | 73.6%+10.2pp | 69.3%+14.5pp |
| Annual return | 44.15% | 31.35%+12.8pp | 62.18%-18.0pp | 20.14%+24.0pp |
| Employer contribution / active EE | $4,317 | $2,015+114.3% | $2,851+51.4% | $2,281+89.3% |
| Participant deferral / active EE | $1,672 | $2,588-35.4% | $3,517-52.4% | $3,203-47.8% |
| Admin fee / account holder | $1,453 | $3,207-54.7% | $4,510-67.8% | $4,296-66.2% |